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AVRE

Avantis Real Estate ETF
1W: -3.4% 1M: -6.6% 3M: +0.8% YTD: +0.0% 1Y: +4.9% 3Y: +19.5%
$43.65
-1.39 (-3.08%)
After Hours: $43.89 (+0.24, +0.55%)
ETF AMEX · AUM $751.2M
ETF-Level Metrics
AUM$751M
Holdings299
Top 10 Wt40.2%
Beta1.04
% Profitable76%
Coverage100%
Portfolio Valuation
P/E19.0
P/B1.9
P/S6.6
EV/EBITDA16.0
P/FCF19.1
PEG2.03
Profitability & Returns
Gross Margin44.3%
Net Margin34.5%
ROE10.1%
ROA5.0%
ROIC6.9%
Div Yield4.53%
Leverage & Liquidity
Debt/Equity0.91
Debt/Assets0.45
Net Debt/EBITDA4.9x
Interest Cov7.5x
Current Ratio0.67
Quick Ratio0.67
Growth (YoY)
Revenue+12.3%
Net Income+33.7%
EPS+29.2%
FCF+35.9%
EBITDA+18.8%
Rev CAGR 3Y+10.9%
Quality Scores
Piotroski F5.9
Altman Z1.81
IS Quality68.4
IS Overall52.4
IS Value55.5
Median P/E17.7

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 300 99.9% 39.4
Other 43 0.5%
Financial Services 3 0.1% 7.6
Utilities 2 0.1%

Smart Money Overlap

3 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 7.19% 4 Bullish 6 1 -5.5%
WPC W. P. Carey Inc. 0.82% 4 Bullish 3 2 +1.1%
GTY Getty Realty Corp. 0.12% 4 Bullish 6 2 -2.8%
Showing 50 of 348 holdings · Page 1 of 7
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WELLTOWER INC REIT USD1.0 WELL 7.19% $53.3M 254,589 144.2 $136.6B Real Estate
2 PROLOGIS INC REIT USD.01 PLD 6.51% $48.2M 367,621 36.1 $119.0B Real Estate
3 EQUINIX INC REIT USD.001 EQIX 5.37% $39.8M 40,849 69.8 $94.2B Real Estate
4 AMERICAN TOWER CORP REIT USD.01 AMT 4.46% $33.1M 183,010 32.8 $82.8B Real Estate
5 SIMON PROPERTY GROUP INC REIT USD.0001 SPG 3.28% $24.3M 127,794 13.0 $60.0B Real Estate
6 DIGITAL REALTY TRUST INC REIT USD.01 DLR 3.26% $24.1M 134,786 45.5 $59.5B Real Estate
7 REALTY INCOME CORP REIT USD1.0 O 2.90% $21.5M 340,662 52.1 $56.8B Real Estate
8 PUBLIC STORAGE REIT USD.1 PSA 2.62% $19.4M 69,800 26.1 $46.6B Real Estate
9 GOODMAN GROUP REIT GMG.AX 2.36% $17.5M 967,502 30.8 $52.1B Real Estate
10 VENTAS INC REIT USD.25 VTR 2.25% $16.7M 190,962 154.6 $39.2B Real Estate
11 CROWN CASTLE INC REIT USD.01 CCI 1.91% $14.2M 166,698 80.7 $35.9B Real Estate
12 IRON MOUNTAIN INC REIT USD.01 IRM 1.67% $12.4M 117,081 205.3 $29.5B Real Estate
13 EXTRA SPACE STORAGE INC REIT USD.01 EXR 1.56% $11.6M 84,788 28.3 $27.5B Real Estate
14 VICI PROPERTIES INC REIT USD.01 VICI 1.54% $11.4M 412,678 10.3 $28.7B Real Estate
15 AVALONBAY COMMUNITIES INC REIT USD.01 AVB 1.34% $9.9M 59,581 21.6 $22.8B Real Estate
16 EQUITY RESIDENTIAL REIT USD.01 EQR 1.28% $9.5M 158,272 19.6 $21.9B Real Estate
17 SBA COMMUNICATIONS CORP REIT USD.01 SBAC 1.13% $8.4M 45,644 17.6 $18.4B Real Estate
18 SUN COMMUNITIES INC REIT USD.01 SUI 0.96% $7.1M 53,785 11.7 $16.1B Real Estate
19 LINK REIT REIT 0823.HK 0.93% $6.9M 1,465,311 -13.8 $94.2B Real Estate
20 ESSEX PROPERTY TRUST INC REIT USD.0001 ESS 0.89% $6.6M 26,825 23.0 $15.5B Real Estate
21 KLEPIERRE REIT EUR1.4 LI.PA 0.83% $6.1M 159,816 10.5 $9.2B Real Estate
22 WP CAREY INC REIT USD.001 WPC 0.82% $6.1M 87,043 31.9 $14.8B Real Estate
23 MID AMERICA APARTMENT COMM REIT USD.01 MAA 0.82% $6.1M 48,198 31.9 $14.2B Real Estate
24 SEGRO PLC REIT GBP.1 SGRO.L 0.81% $6.0M 605,830 21.9 $9.4B Real Estate
25 REGENCY CENTERS CORP REIT USD.01 REG 0.79% $5.8M 76,121 22.5 $13.7B Real Estate
26 OMEGA HEALTHCARE INVESTORS REIT USD.1 OHI 0.78% $5.8M 122,591 22.5 $13.2B Real Estate
27 KIMCO REALTY CORP REIT USD.01 KIM 0.78% $5.8M 253,221 25.8 $15.1B Real Estate
28 INVITATION HOMES INC REIT USD.01 INVH 0.75% $5.6M 223,199 25.4 $15.0B Real Estate
29 EQUITY LIFESTYLE PROPERTIES REIT USD.01 ELS 0.72% $5.4M 80,797 33.2 $12.5B Real Estate
30 CAPITALAND INTEGRATED COMMER REIT C38U.SI 0.72% $5.3M 2,871,766 19.2 $18.0B Real Estate
31 HOST HOTELS + RESORTS INC REIT USD.01 HST 0.71% $5.3M 275,507 16.8 $12.8B Real Estate
32 AMERICAN HEALTHCARE REIT INC REIT USD.01 AHR 0.67% $5.0M 94,947 114.4 $9.0B Real Estate
33 GAMING AND LEISURE PROPERTIE REIT GLPI 0.64% $4.8M 101,153 15.6 $13.0B Real Estate
34 LAMAR ADVERTISING CO A REIT USD.001 LAMR 0.63% $4.7M 35,716 21.5 $12.7B Real Estate
35 CAMDEN PROPERTY TRUST REIT USD.01 CPT 0.61% $4.5M 44,831 27.3 $10.4B Real Estate
36 EASTGROUP PROPERTIES INC REIT EGP 0.61% $4.5M 23,895 37.9 $9.8B Real Estate
37 UDR INC REIT USD.01 UDR 0.60% $4.5M 126,339 29.7 $11.2B Real Estate
38 CARETRUST REIT INC REIT USD.01 CTRE 0.58% $4.3M 108,220 25.1 $7.0B Real Estate
39 AEDIFICA REIT AED.BR 0.55% $4.1M 48,490 13.7 $3.4B Real Estate
40 STOCKLAND REIT SGP.AX 0.53% $3.9M 1,262,274 11.8 $10.4B Real Estate
41 AGREE REALTY CORP REIT USD.0001 ADC 0.50% $3.7M 47,277 42.7 $9.1B Real Estate
42 AMERICAN HOMES 4 RENT A REIT USD.01 AMH 0.50% $3.7M 130,913 22.4 $9.9B Real Estate
43 NIPPON BUILDING FUND INC REIT 8951.T 0.48% $3.6M 3,953 28.7 $1.3T Real Estate
44 CUBESMART REIT USD.01 CUBE 0.48% $3.6M 92,893 25.1 $8.3B Real Estate
45 FEDERAL REALTY INVS TRUST REIT USD.01 FRT 0.48% $3.6M 33,803 21.6 $8.9B Real Estate
46 CAPITALAND ASCENDAS REIT REIT A17U.SI 0.46% $3.4M 1,683,900 15.2 $11.9B Real Estate
47 FIRST INDUSTRIAL REALTY TR REIT USD.01 FR 0.45% $3.4M 56,028 30.5 $7.6B Real Estate
48 REXFORD INDUSTRIAL REALTY IN REIT USD.01 REXR 0.44% $3.3M 96,071 37.1 $8.1B Real Estate
49 VICINITY CENTRES REIT VCX.AX 0.44% $3.3M 1,975,568 8.3 $10.9B Real Estate
50 NNN REIT INC REIT USD.01 NNN 0.44% $3.3M 73,416 20.6 $8.1B Real Estate
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms